Client Log-In
Two portals, two jobs. Use the planning portal for your financial plan, documents, and secure file sharing. Use your custodian for account balances, statements, and tax forms.
Planning Portal
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Your living financial plan. Review retirement projections, track progress toward your goals, link outside accounts for a complete picture, and exchange documents with Alex through the secure vault.
- Financial plan & retirement projections
- Goal tracking and what-if scenarios
- Secure document vault
- Budget and net worth overview
Account Access
Charles Schwab — Custodian
Charles Schwab holds your investment accounts as an independent third-party custodian. Tiverton Wealth does not physically hold client securities or funds. For regulatory purposes, Tiverton may be deemed to have limited custody solely because of its authority to deduct authorized advisory fees from certain client accounts. Log in directly with Schwab to view balances, activity, statements, and tax documents.
- Balances, holdings & performance
- Monthly statements & trade confirmations
- Tax forms (1099, 5498, and more)
- Transfers, deposits & beneficiaries
A Note On Security
Both portals are operated by third-party providers and open in a new tab on their own secure sites. Tiverton Wealth will never email or text you asking for your password, a one-time passcode, or your account number, and will never ask you to wire money to an account you have not confirmed with us by phone.
If a message claiming to be from us looks unusual, do not reply to it. Call the office directly at the number below to verify before you act.
Trouble Logging In?
Locked out, never received your invitation, or not sure which portal you need? Reach out and we will get you sorted.